The Polo Club Of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan
Sponsored by The Polo Club Of Boca Raton, Poa, Inc. · EIN 650035360 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 278
- With balances
- 276
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Portfolios Financial Svcs | Investment advisory (plan) | $43,077 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $17,711 |
| Caron & Bletzer, Pllc | Investment advisory (plan) | $500 |